Civic Intelligence

Lifeworks at Wku Inc

990 • Fiscal year 2020 • EIN 84-2235321

Jul 01, 2019 to Jun 30, 2020 • Filed on Dec 02, 2020

Organization ProfileLIFEWORKSATWKU.ORG
104 Alumni AvenueBowling Green, KY 42101

(270) 745-4380

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

32nd percentile

0.05x

Higher debt load relative to assets than 32% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Liabilities / Revenue

22nd percentile

0.05x

Higher debt load relative to revenue than 22% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Net Margin

99th percentile

98%

Higher net margin than 99% of similar nonprofits.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Top Officer Pay

21st percentile

$0

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2020

Balance Sheet
Liabilities / Assets32nd percentile

Assets

$6,222,921

No earlier filing loaded for comparison.

Net Assets

$5,896,925

No earlier filing loaded for comparison.

Liabilities

$325,996

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue22nd percentileNet Margin99th percentile

Revenue

$5,997,878

No earlier filing loaded for comparison.

Expenses

$101,046

No earlier filing loaded for comparison.

Net Income

$5,896,832

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$10M$5.0M$0Assets 2020: $6,222,921Liabilities 2020: $325,996Net Assets 2020: $5,896,9252020Assets 2021: $5,850,774Liabilities 2021: $29,952Net Assets 2021: $5,820,8222021Assets 2022: $5,799,831Liabilities 2022: $0Net Assets 2022: $5,799,8312022Assets 2023: $5,913,771Liabilities 2023: $8,222Net Assets 2023: $5,905,5492023Assets 2024: $6,480,117Liabilities 2024: $17,239Net Assets 2024: $6,462,8782024Assets 2025: $8,224,929Liabilities 2025: $194,331Net Assets 2025: $8,030,5982025

Highlighted filing

2020

Assets$6,222,921
Liabilities$325,996
Net Assets$5,896,925
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$6.0M$4.0M$2.0M$0-$2.0MRevenue 2020: $5,997,878Expenses 2020: $101,046Net Income 2020: $5,896,8322020Revenue 2021: $301,215Expenses 2021: $380,467Net Income 2021: -$79,2522021Revenue 2022: $473,934Expenses 2022: $644,850Net Income 2022: -$170,9162022Revenue 2023: $1,492,823Expenses 2023: $1,092,934Net Income 2023: $399,8892023Revenue 2024: $1,403,259Expenses 2024: $1,066,803Net Income 2024: $336,4562024Revenue 2025: $3,487,524Expenses 2025: $2,098,603Net Income 2025: $1,388,9212025

Highlighted filing

2020

Revenue$5,997,878
Expenses$101,046
Net Income$5,896,832
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Dec 2, 2020
Return Version
2019v5.0
Gross Receipts
$5,997,878
Mission and Program Overview

Mission

Lifeworks offers a two year program focusing on independence, productivity, and community engagement for adults on the autism spectrum. The goal of the program is to assist individuals on the autism spectrum to transition from schooling to work and independent living.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net-$2,680,158-
Pledges and Grants Receivable-$1,762,486-
Savings and Temporary Cash Investments-$1,726,810-
Investments in Publicly Traded Securities-$50,289-
Prepaid Expenses and Deferred Charges-$3,178-
Total Assets$0$6,222,921▲ $6,222,921
Liabilities
Accounts Payable and Accrued Expenses-$325,996-
Total Liabilities$0$325,996▲ $325,996
Net Assets / Fund Balance
Net Assets Without Donor Restrictions-$5,846,636-
Net Assets With Donor Restrictions-$50,289-
Total Net Assets Fund Balance$0$5,896,925▲ $5,896,925
Total Liabilities and Net Assets / Fund Balance$0$6,222,921▲ $6,222,921

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$2,334,015-$2,334,015
Leasehold Improvements$270,000-$270,000
Land$60,000-$60,000
Equipment$16,143-$16,143

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019-$50,000▲ $289-$50,289
Compensation and Service Providers
Top Officer Pay21st percentile

Board Members and Trustees

NameTitle
Joe Dan BeaversChair
Elizabeth MckinneyDirector
Jeffrey KatzDirector
John KellyDirector
Mary Lloyd MooreMember
Ann MeadTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$5,984,456
Program Service Revenue
$5,240
Investment Income
$8,182
Other Revenue
$0
All Other Contributions
$5,984,456
Change in Net Assets
$5,896,832
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$72,078
Salaries, Compensation, and Employee Benefits$28,968
Total Fundraising Expense$6,952
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Services Other$41,926--$41,926
Other Salaries and Wages$22,016-$6,952$28,968
Occupancy$6,764--$6,764
Insurance$5,432--$5,432
Fees for Services Legal-$4,232-$4,232
Travel$2,885--$2,885
Office Expenses-$939-$939
Other Expenses$9,019$115-$115
Fees for Service Investment Mgmnt Fees-$38-$38
Total Functional Expenses$88,042$6,052$6,952$101,046
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“The form 990 is reviewed by individual/accountant that records the financial transaction before filing. The form 990 is also made available for review by the governing body at the first board of directors meeting following the filing of the return.”

Form 990, Page 6, Part VI, Line 12C

“Conflict of interest statements are completd on a regular basis by all directors and are reviewed annually by the organization.”

Form 990, Page 6, Part VI, Line 15A

“All salary determinations are made by an annual review of independent members of the board of directors.”

Form 990, Page 6, Part VI, Line 15B

“All salary determinations are made by an annual review of independent members of the board of directors.”

Form 990, Page 6, Part VI, Line 19

“The organization makes governing documents, policies, and financial statements available for publu inspection at their office during normal business hours.”

Filing and Contact Details

Filer

Filer Name
Lifeworks at Wku Inc
EIN
84-2235321
Phone
2707454380
Address
104 ALUMNI AVENUE, BOWLING GREEN, KY 42101

Signing Officer

Name
David Wheeler
Title
Executive Director
Phone
2707454380
Signed
2020-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
David Wheeler
Formed
2019
Legal Domicile
Ky
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Firm
Hensley & Throneberry Cpas
Address
324 EAST 10TH AVENUE, BOWLING GREEN, KY 42101-2110
Preparer
Steven Throneberry
Phone
2709042545
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“Lifeworks offers a two year program focusing on independence, productivity, and community engagement for adults on the autism spectrum. The goal of the program is to assist individuals on the autism spectrum to transition from schooling to work and independent living.”

Form 990, Part IX, Line 11G

“Licensing fees 25,000 0 0 website design 16,926 0 0 total 41,926 0 0”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“The permanently restricted net assets are to be invested, and the income from the investments is to be used to support the organization's mission and programs.”

Schedule D, Page 3, Part X

“When applicable, lifeworks recognizes uncertain income tax positions using a "more-likely-than-not" approach as defined in the asc. No such uncertain tax positions are reflected in the accompanying financial statements. Lifeworks's 2020 tax year remains open and subject to examination.”

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This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1WHEN APPLICABLE, LIFEWORKS RECOGNIZES UNCERTAIN INCOME TAX POSITIONS USING A "MORE-LIKELY-THAN-NOT" APPROACH AS DEFINED IN THE ASC. NO SUCH UNCERTAIN TAX POSITIONS ARE REFLECTED IN THE ACCOMPANYING FINANCIAL STATEMENTS. LIFEWORKS'S 2020 TAX YEAR REMAINS OPEN AND SUBJECT TO EXAMINATION.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0LIFEWORKS OFFERS A TWO YEAR PROGRAM FOCUSING ON INDEPENDENCE, PRODUCTIVITY, AND COMMUNITY ENGAGEMENT FOR ADULTS ON THE AUTISM SPECTRUM. THE GOAL OF THE PROGRAM IS TO ASSIST INDIVIDUALS ON THE AUTISM SPECTRUM TO TRANSITION FROM SCHOOLING TO WORK AND INDEPENDENT LIVING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE FORM 990 IS REVIEWED BY INDIVIDUAL/ACCOUNTANT THAT RECORDS THE FINANCIAL TRANSACTION BEFORE FILING. THE FORM 990 IS ALSO MADE AVAILABLE FOR REVIEW BY THE GOVERNING BODY AT THE FIRST BOARD OF DIRECTORS MEETING FOLLOWING THE FILING OF THE RETURN.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2CONFLICT OF INTEREST STATEMENTS ARE COMPLETD ON A REGULAR BASIS BY ALL DIRECTORS AND ARE REVIEWED ANNUALLY BY THE ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ALL SALARY DETERMINATIONS ARE MADE BY AN ANNUAL REVIEW OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ALL SALARY DETERMINATIONS ARE MADE BY AN ANNUAL REVIEW OF INDEPENDENT MEMBERS OF THE BOARD OF DIRECTORS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION MAKES GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS AVAILABLE FOR PUBLU INSPECTION AT THEIR OFFICE DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LICENSING FEES 25,000 0 0 WEBSITE DESIGN 16,926 0 0 TOTAL 41,926 0 0
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 15B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0KY
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsEOYAmt06222921
IRS990/TotalAssetsGrp/BOYAmt00
IRS990/TotalAssetsGrp/EOYAmt06222921
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt05984456
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt06952
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06052
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt088042
IRS990/TotalFunctionalExpensesGrp/TotalAmt0101046
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt0325996
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt0325996
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt05896925
IRS990/TotalProgramServiceExpensesAmt088042
IRS990/TotalProgramServiceRevenueAmt05240
IRS990/TotalRevenueGrp/ExclusionAmt08182
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt05240
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt05997878
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt00
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt06222921
IRS990/TravelGrp/ProgramServicesAmt02885
IRS990/TravelGrp/TotalAmt02885
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01328 ADAMS STREET
IRS990/USAddress/CityNm0BOWLING GREEN
IRS990/USAddress/StateAbbreviationCd0KY
IRS990/USAddress/ZIPCd042101
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0LIFEWORKSATWKU.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID WHEELER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum02707454380
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-12-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LIFEWORKS AT WKU INC
ReturnHeader/Filer/BusinessNameControlTxt0LIFE
ReturnHeader/Filer/EIN0842235321
ReturnHeader/Filer/PhoneNum02707454380
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 ALUMNI AVENUE
ReturnHeader/Filer/USAddress/CityNm0BOWLING GREEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0KY
ReturnHeader/Filer/USAddress/ZIPCd042101
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId071CB4D4E3C82E93EA889F8CAE9CD654932AA9187
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId071CB4D4E3C82E93EA889F8CAE9CD654932AA9187
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0208.80.208.98
ReturnHeader/FilingSecurityInformation/IPDt02020-12-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm009:50:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0454572379
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HENSLEY & THRONEBERRY CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0324 EAST 10TH AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BOWLING GREEN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0KY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0421012110
ReturnHeader/PreparerPersonGrp/PhoneNum02709042545
ReturnHeader/PreparerPersonGrp/PreparationDt02020-12-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0STEVEN THRONEBERRY
ReturnHeader/ReturnTs02020-12-07T09:50:50-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$6,222,921
Liabilities
$325,996
Net assets
$5,896,925
Revenue
$5,997,878
Expenses
$101,046
Net income
$5,896,832
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$8.22$0.19$8.03$3.49$2.10$1.39
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.48$0.02$6.46$1.40$1.07$0.34
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.91$0.01$5.91$1.49$1.09$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.80$0.00$5.80$0.47$0.64$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.85$0.03$5.82$0.30$0.38$0.08
2020Detailed filing. Detailed filing data is available for this year.$6.22$0.33$5.90$6.00$0.10$5.90